Policies

Need some help managing your policies within Onwardly? This article will show you how to edit a policy, principle and standard for your Onwardly program.

In this article:

• Understanding policies
• Editing a policy
• Editing a principle
• Editing a standard
• Download a policy

Understanding policies

Your policies within Onwardly dictate the principles and standards that your company follows in your security and privacy programs. Professional policies are created along with your Onwardly account and cover the most important areas of your business from the get-go. The policies, principles and standards can be edited to meet the needs of your company and reflect the unique challenges you might face. Once you have taken the assessments for the first time, you can generate these new policies using the foundation of the existing content created by Onwardly.

Editing a policy

1. Login to Onwardly.
2. On the Dashboard page, click on the Policies tab located on the left of the page under the Resources section. This will take you to the Policies page.
   
   
   
   
3. On the Policies page, click on the name of the policy you wish to edit.
   
   
   
   
4. On the Policies page you have selected, click on Edit located on the right of the page. This will take you to the edit policy page.
   
   
   
   
5. Enter the details of the policy into the provided boxes. These include:
   1. Name
   2. Bodycopy
6. Once the policy details have been edited, click on Save to update your changes to the policy.
   
   

Editing a principle

1. Login to Onwardly.
2. On the Dashboard page, click on the Policies tab located on the left of the page under the Resources section. This will take you to the Policies page.
   
   
   
   
3. On the Policies page, click on the name of the policy where the principle you would like to edit belongs.
   
   
   
   
4. On the policy page, click on the name of the principle you wish to edit. This will take you to the Principles page.
   
   
   
   
5. You can view standards related to the principle on the right side of the page.
   
   
   
   
6. On the Principles page, click on Edit located to the right of the principle you wish to edit.
   
   
   
   
7. Enter the details of the principle into the provided boxes. These include:
   1. Name
   2. Bodycopy
8. Once the principle details have been edited, click on Save to update your changes to the principle.
   
   

Editing a standard

1. Login to Onwardly.
2. On the Dashboard page, click on the Policies tab located on the left of the page under the Resources section. This will take you to the Policies page.
   
   
   
   
3. On the Policies page, click on the name of the policy where the standard you would like to edit belongs.
   
   
   
   
4. On the policy page, click on the name of the principle where the standard you would like to edit belongs.
   
   
   
   
5. On the Principles page, click on the name of the standard you wish to edit located under the related standards section on the right of the page.
   
   
   
   
6. You can view tasks related to the standard on the right side of the page.
   
   
   
   
7. On the Standards page, click on Edit located to the right of the standard you wish to edit.
   
   
   
   
8. Enter the details of the standard into the provided boxes. These include:
   1. Name
   2. Bodycopy
9. Once the details of the standard have been edited, click on Save to update your changes to the principle.
   
   

Download a policy

1. Login to Onwardly.
2. On the Dashboard page, click on the Policies tab located on the left of the page under the Resources section. This will take you to the Policies page.
   
   
   
   
3. On the Policies page, click on the name of the policy that you would like to download.
   
   
   
   
4. On the Policies page, click on Download policy as PDF located at the bottom of the page to download a copy of the policy in PDF format.